Automated Form for Customer Information

[Electrician]

The title of this thread has been edited by a Square Moderator from the original: Form for customer to enter their contact information

I use Square Invoices for my electrical contracting company. I asked customer for their information which they sent to me an email or text message, then I have to copy and paste each bit of it from that message into the Square customer directory. 

It would be really, really nice if I could give the customer a link to a page on Square’s website in which they could enter their own information into a form, click submit, and it would be added to my customer directory. 

Square is already set up for this type of thing, I could send them a link and they will see you there estimate or invoice on Square’s website. so I would think it would be pretty easy to set up a form for them to be able to enter their information. 

all users of Square take in customer information, this feature would simply cut out the middleman and make it easier for everyone. 

[Candlestore]

@Electrician ;

If you are on a computer in a web browser goto  Marketing and Loyalty - Customer Directory - Settings - Email Collection.

Here is a Link :  https://app.squareup.com/dashboard/customers/settings/email-collection 

There are 3 ways to get people to sign up for your Marketing as a Customer.  The last one is a Hosted Sign up page were you could copy the Link then ask the customer to fill that out.

[Electrician]

I don’t want to sign people up for marketing. I want their name, email address, phone number, and mailing address. I want a place for them to enter it so I don’t have to enter it into estimates and invoices

[Candlestore]

@Electrician ;

They can sign out of email marketing, it is the only way I know of through Square to collect a customers information.  The only other way would be to create a form in Google Sheets Download your cureent Directory there to the Sheet and then use that Google sheet to creeate a form.  Then use a Free QR generator to direct people to this form.  Then after they fill out the form you could upload the replys to Squares Customer Directory to add the Customers to Square yourself.  Now using the Customer Directory this way should get only the information your asking for and you ask the Questions and the customer fills out their responses.  I did this before, then I realized the earlier respose I gave use to ask basically the same questions but now only asks for phone and email??

This is not adding to a directory like it use to.

[Electrician]

Since they have the ability to give me a link to have customers add themselves to my marketing services, then it should be very easy for them to provide a link for me to give customers to fill out their basic contact information.  This would be something that I would think everyone would be able to use.

[WoodCandleCo · Accepted solution]

@Electrician Like @Candlestore mentioned, the most automated way is through their marketing channel (even though you wouldn't be using the marketing portion). 

Your other option is to create a custom contact form on your website, but you would still have to paste that information into an invoice itself. At least it would collect and store all the information in one central place though. 

If you want to suggest this feature to Square, I recommend posting on the Ideate boards.

[Candlestore]

@Electrician ;

The only other way I know of is to export your Current Square contacts as a csv file.  Open this in Google Sheets, Create a Form from this sheet. Then delete all your customers in the csv file in Google.  Now you have a Blanks CSV for answers to your Form.  Get a Link for the Website (google Drive Form).  Copy the address and paste it in to a Barcode generator, QR or whatever.  Send this link to customers to fill out.  Their answers will show in the Google Csv file.   Since the Headers are the same as your Contacts in Square upload that to Square, then you can delete your replys so you do not upload duplicates.

[Sammie_C]

Hi @Electrician, we appreciate your post!

The workaround that @Candlestore has offered may be best option for the moment. As @WoodCandleCo mentions posting on Ideate is a great idea. When you submit a Feature Request on Ideate, the more traffic you get on a particular post can increase chances that our product managers will see it and potentially make changes in the future.

Please feel free to reach back out if you have any other questions!